AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.7B
AUM Growth
+$775M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,139
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$20.4M
3
+$16.4M
4
XOM icon
Exxon Mobil
XOM
+$15.9M
5
CB icon
Chubb
CB
+$14.5M

Top Sells

1
+$27.2M
2
+$15.8M
3
+$12.7M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$10.5M
5
PRE
PARTNERRE LTD
PRE
+$10.1M

Sector Composition

1 Financials 16.03%
2 Technology 14.54%
3 Healthcare 13.77%
4 Consumer Staples 9.38%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3.8M 0.03%
127,243
+32,197
577
$3.8M 0.03%
131,751
-16,051
578
$3.74M 0.03%
51,730
+5,456
579
$3.74M 0.03%
10,840
+1,642
580
$3.74M 0.03%
83,829
+1,588
581
$3.73M 0.03%
39,913
-12,213
582
$3.72M 0.03%
4,168
+809
583
$3.71M 0.03%
154,068
-12,530
584
$3.71M 0.03%
52,844
+876
585
$3.7M 0.03%
36,898
+1,685
586
$3.68M 0.03%
44,657
+12,688
587
$3.68M 0.03%
66,193
+14,189
588
$3.67M 0.03%
95,769
+2,890
589
$3.66M 0.03%
78,569
+14,281
590
$3.65M 0.03%
69,371
-8,713
591
$3.65M 0.03%
297,876
+59,916
592
$3.63M 0.03%
101,609
+33,856
593
$3.6M 0.03%
54,950
+4,160
594
$3.59M 0.03%
71,597
+5,834
595
$3.58M 0.03%
85,114
+22,076
596
$3.56M 0.03%
131,426
+41,800
597
$3.55M 0.03%
135,753
+11,677
598
$3.55M 0.03%
158,128
+11,449
599
$3.55M 0.03%
602,991
+20,825
600
$3.53M 0.03%
96,831
-16,387
22 23
24
25 26